Christopher Mullen
Mexia
Summary
Professional with strong expertise in securities operations, loan servicing, and accounting . Skilled in trade settlement, account and bank reconciliation, and risk management. Known for effective team collaboration and adaptability to changing needs. Reliable in ensuring compliance and achieving results.
Overview
17
17
years of professional experience
Work History
Securities Operations Specialist
Principal Financial
03.2022 - Current
- Proactively identified opportunities for process improvement that ultimately led to reduced turnaround times for trades processing.
- Assisted in the implementation of new systems and software upgrades for enhanced operational capabilities.
- Consistently met tight deadlines for trade confirmations, settlements, and reconciliations through diligent work ethic.
- Effectively communicated with stakeholders across various departments to address discrepancies in a timely manner.
- Managed a high volume of daily securities transactions while maintaining strict attention to detail to minimize errors.
- Supported team members during peak periods by cross-training in multiple functions within the Securities Operations department.
- Served as a subject matter expert on securities operations policies, providing guidance to colleagues when needed.
- Maintained accurate records of securities holdings, corporate actions, and transaction history for audit purposes.
- Conducted research to answer questions and handle issues using multiple systems and resources.
Eligibility Review Specialist
Horne LLP
10.2021 - 01.2022
- Placed calls to and received calls from tenants and landlords to obtain and receive required documents and info
- Reviewed applications for assistance consistent with federal requirements, program policies, and procedures
- Respected client dignity and confidentiality at all stages of the application process
- Maintained and track applications, ensure information accuracy within the data management information system, log new information, and document awards
- Ensure current and accurate records are available to applicants and jurisdictions
- Accurately maintain information within the financial tracking system including associated documentation
- Support accounting functions that track the payment to applicants
- Prepared regular reports for the Program Manager including grant management system dashboard elements and observations from application
Mortgage Customer Service Rep (Single Point of Contact)
Crane Consulting & Outsourcing
05.2021 - 10.2021
- Took calls to help customer with loss mitigation issues regarding their mortgages
- Explained the programs that were available and which ones may be best fit for their situations
- Processed mortgage and modification payments
Loan Operations Specialist
Conn’s Home Plus
11.2017 - 05.2021
- Created and posted journal entries for merchandise exchanges on customer accounts using AS400
- Resolved customer concerns submitted through workflow queues from customer service team
- Reviewed assigned accounts on daily basis from units within organization to ensure customer accounts are maintained accurately
- Provided support and solutions for customers regarding account maintenance, payoff processing, credit and payment disputes, payment verifications, etc
- Contributed to team goals by consistently surpassing individual performance targets related to loan processing volume, accuracy, and timeliness.
- Reconciled discrepancies in financial data between internal systems and external sources as needed to maintain data integrity throughout the entire operation process.
Cost Basis Analyst (Contractor)
USAA / United Software Group Contracting
09.2012 - 11.2017
- Efficiently responded to requests to update/correct errors in cost basis system
- Researched tax/cost changes caused by corporate actions to confirm proper adjustments to member accounts were accurate
- Collaborated and trained other departments to ensure transactions were booked properly
- Provided support to staff members to address discrepancies for year-end tax reporting
Telephone Banker I & IV / Risk Operations Analyst
JPMorgan Chase
08.2010 - 08.2012
- Answered high volume of calls from internal/external Chase customers relating to deposit, financial transactions and problem resolution
- Investigated calls that involved possible fraudulent activity on Chase deposit accounts
- Provided detailed notes to branch personnel of Deposit Risk Operations on suspicious transactions
- Served as Supervisor by resolving escalated issues that arose between frontline bankers and customers Recognized for consistently exceeding performance goals which resulted in monthly bonuses
Member Services Representative
Nationwide Insurance
06.2008 - 08.2010
- Provided accurate and appropriate information in response to customer inquiries
- Received incoming calls to service auto insurance policies and customer issues
- Facilitated and educated customers on renewal process
- Built customer loyalty by placing follow up calls for customers who reported product issues
- Acquired 2-year license in Property & Casualty as part of job qualification
Education
Bachelor of Science - Business Administration/ Accounting
Our Lady of The Lake University
San Antonio, TXSkills
- Mortgage loan analysis
- Clearing and settlement
- Securities processing
- Teamwork
- Problem-solving
- Attention to detail
- Problem-solving abilities
- Computer skills
- Task prioritization
- Analytical thinking
- Software application proficiency
- Credit analysis proficiency
- Loan modification experience
- Loan servicing experience
- Loan system navigation
- Disbursement processing
- Customer service
- Willingness to learn
- AS400
- Trust 3000
- JIRA
- SAP
- RECON
Timeline
Securities Operations Specialist
Principal Financial
03.2022 - Current
Eligibility Review Specialist
Horne LLP
10.2021 - 01.2022
Mortgage Customer Service Rep (Single Point of Contact)
Crane Consulting & Outsourcing
05.2021 - 10.2021
Loan Operations Specialist
Conn’s Home Plus
11.2017 - 05.2021
Cost Basis Analyst (Contractor)
USAA / United Software Group Contracting
09.2012 - 11.2017
Telephone Banker I & IV / Risk Operations Analyst
JPMorgan Chase
08.2010 - 08.2012
Member Services Representative
Nationwide Insurance
06.2008 - 08.2010
Bachelor of Science - Business Administration/ Accounting
Our Lady of The Lake University
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